LC
Lincoln Capital’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
56,460
-291
| -0.5% | -$59.7K | 2.23% | 12 |
|
|
2025
Q1 | $11.3M | Sell |
56,751
-553
| -1% | -$110K | 2.37% | 11 |
|
|
2024
Q4 | $14.3M | Sell |
57,304
-481
| -0.8% | -$120K | 3.02% | 11 |
|
|
2024
Q3 | $13.5M | Sell |
57,785
-331
| -0.6% | -$77.1K | 2.85% | 11 |
|
|
2024
Q2 | $12.2M | Buy |
58,116
+91
| +0.2% | +$19.2K | 2.73% | 11 |
|
|
2024
Q1 | $9.95M | Sell |
58,025
-342
| -0.6% | -$58.6K | 2.21% | 12 |
|
|
2023
Q4 | $11.2M | Sell |
58,367
-40
| -0.1% | -$7.7K | 2.74% | 11 |
|
|
2023
Q3 | $10M | Buy |
58,407
+484
| +0.8% | +$82.9K | 2.62% | 11 |
|
|
2023
Q2 | $11.2M | Buy |
57,923
+994
| +2% | +$193K | 2.89% | 12 |
|
|
2023
Q1 | $9.38M | Buy |
56,929
+661
| +1% | +$109K | 2.58% | 13 |
|
|
2022
Q4 | $7.31M | Buy |
56,268
+858
| +2% | +$111K | 2.11% | 14 |
|
|
2022
Q3 | $7.66M | Buy |
55,410
+1,674
| +3% | +$231K | 2.38% | 14 |
|
|
2022
Q2 | $7.35M | Buy |
53,736
+1,726
| +3% | +$236K | 2.07% | 14 |
|
|
2022
Q1 | $9.08M | Buy |
52,010
+11,767
| +29% | +$2.05M | 2.13% | 13 |
|
|
2021
Q4 | $7.15M | Buy |
40,243
+26
| +0.1% | +$4.62K | 1.77% | 14 |
|
|
2021
Q3 | $5.69M | Sell |
40,217
-122
| -0.3% | -$17.3K | 1.55% | 15 |
|
|
2021
Q2 | $5.53M | Buy |
40,339
+21
| +0.1% | +$2.88K | 1.55% | 16 |
|
|
2021
Q1 | $4.93M | Sell |
40,318
-87
| -0.2% | -$10.6K | 1.54% | 15 |
|
|
2020
Q4 | $5.36M | Sell |
40,405
-412
| -1% | -$54.7K | 1.74% | 15 |
|
|
2020
Q3 | $4.73M | Buy |
40,817
+30,791
| +307% | +$3.57M | 1.73% | 15 |
|
|
2020
Q2 | $3.66M | Buy |
10,026
+1,387
| +16% | +$506K | 1.53% | 18 |
|
|
2020
Q1 | $2.2M | Buy |
8,639
+5,953
| +222% | +$1.51M | 1.11% | 23 |
|
|
2019
Q4 | $789K | Buy |
2,686
+4
| +0.1% | +$1.18K | 0.33% | 38 |
|
|
2019
Q3 | $601K | Hold |
2,682
| – | – | 0.27% | 41 |
|
|
2019
Q2 | $531K | Sell |
2,682
-28
| -1% | -$5.54K | 0.24% | 44 |
|
|
2019
Q1 | $515K | Buy |
2,710
+47
| +2% | +$8.93K | 0.25% | 43 |
|
|
2018
Q4 | $420K | Sell |
2,663
-14
| -0.5% | -$2.21K | 0.23% | 43 |
|
|
2018
Q3 | $604K | Buy |
2,677
+29
| +1% | +$6.54K | 0.3% | 36 |
|
|
2018
Q2 | $505K | Hold |
2,648
| – | – | 0.27% | 39 |
|
|
2018
Q1 | $444K | Buy |
2,648
+15
| +0.6% | +$2.52K | 0.24% | 42 |
|
|
2017
Q4 | $446K | Buy |
2,633
+130
| +5% | +$22K | 0.25% | 41 |
|
|
2017
Q3 | $386K | Sell |
2,503
-34
| -1% | -$5.24K | 0.24% | 42 |
|
|
2017
Q2 | $365K | Buy |
2,537
+100
| +4% | +$14.4K | 0.23% | 45 |
|
|
2017
Q1 | $350K | Buy |
2,437
+14
| +0.6% | +$2.01K | 0.24% | 46 |
|
|
2016
Q4 | $281K | Buy |
2,423
+200
| +9% | +$23.2K | 0.2% | 50 |
|
|
2016
Q3 | $251K | Sell |
2,223
-64
| -3% | -$7.23K | 0.19% | 52 |
|
|
2016
Q2 | $219K | Buy |
2,287
+29
| +1% | +$2.78K | 0.16% | 59 |
|
|
2016
Q1 | $246K | Hold |
2,258
| – | – | 0.18% | 51 |
|
|
2015
Q4 | $238K | Buy |
2,258
+18
| +0.8% | +$1.9K | 0.19% | 50 |
|
|
2015
Q3 | $247K | Hold |
2,240
| – | – | 0.2% | 42 |
|
|
2015
Q2 | $281K | Sell |
2,240
-105
| -4% | -$13.2K | 0.24% | 40 |
|
|
2015
Q1 | $292K | Buy |
2,345
+105
| +5% | +$13.1K | 0.25% | 40 |
|
|
2014
Q4 | $247K | Buy |
+2,240
| New | +$247K | 0.21% | 46 |
|